From quantitative data, we learned eight out of the top ten investor priorities are related to their experience. The data shows that CX within the financial investment industry lags, leaving client needs unmet. An opportunity for differentiation emerged that was rooted in building a personal connection, fostering trust, and ultimately encouraging loyalty. To create alignment across the enterprise on the CX strategy’s vision, implementation, and power, we delivered an activation video in support of our solution portfolio. The powerful storytelling and visualization of the future experience created excitement and understanding for the teams responsible for the strategy’s integration by: